See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,912 | $125,758-47.6% | $169,993-61.2% | $75,163-12.3% |
| Participation rate | 85.5% | 83.6%+1.9pp | 87.0%-1.5pp | 67.2%+18.3pp |
| Annual return | 13.15% | 27.20%-14.0pp | 53.37%-40.2pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,393 | $4,615-48.1% | $6,785-64.7% | $2,670-10.4% |
| Participant deferral / active EE | $5,592 | $6,837-18.2% | $10,408-46.3% | $4,125+35.6% |
| Admin fee / account holder | $14,569 | $8,173+78.2% | $12,815+13.7% | $5,651+157.8% |